Jack
Mutchnik
Rockefeller Financial LLC
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About this Advisor
Jack Mutchnik is a financial advisor operating out of Bethesda, Maryland with 2 years of relevant experience. Mutchnik is an advisor for Rockefeller Financial LLC. Throughout their career, they have worked at Truist Investment Services, Inc, Balance Gym, Rbc Wealth Management, Editorial Projects In Education, Jacobs Fitness Center, Bb&T Scott &Stringfellow, Leidos Inc, Chef Geoffs and Rockefeller Financial LLC. Mutchnik maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Maryland and Texas. Rockefeller Financial LLC is a company based out of New York, NY. The firm has offices in 39 locations and a total of 531 employees. It handles $35 billion in total assets between its 46,727 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 215 charities and foundations. Of its 46,727 accounts, 29% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Rockefeller Financial LLC offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on the financial services. However, fee types charged by Rockefeller Financial LLC may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rockefeller Financial LLC Brokerage Details
$34,707,894,464
531
46,727
$742,780
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jack Mutchnik Work History
Jack has been registered as a financial advisor for 2 years.*
Rockefeller Financial LLC
Truist Investment Services, Inc
Balance Gym
Leidos Inc
Bb&T Scott &Stringfellow
Editorial Projects In Education
Chef Geoffs
Rbc Wealth Management
Jacobs Fitness Center
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jack Mutchnik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rockefeller Capital Management
Washington, DC
San Francisco, CA
San Francisco, CA
Atlanta, GA
Cincinnati, OH
San Francisco, CA
Chicago, IL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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